Empire Financial Management Company’s Carlyle Group CG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.31M	Buy	45,000 +1,500	+3%	+$77.1K	0.67%	45
2025 Q1	$1.9M	Hold	43,500	–	–	0.59%	57
2024 Q4	$2.2M	Buy	43,500 +24,500	+129%	+$1.24M	0.69%	45
2024 Q3	$818K	Buy	+19,000	New	+$818K	0.25%	113